See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,108 | $62,327-8.4% | $120,354-52.6% | $74,495-23.3% |
| Participation rate | 23.4% | 56.8%-33.4pp | 71.9%-48.6pp | 67.2%-43.8pp |
| Annual return | 5.44% | 18.61%-13.2pp | 107.15%-101.7pp | 1364.94%-1359.5pp |
| Employer contribution / active EE | $1,128 | $1,843-38.8% | $3,463-67.4% | $2,623-57.0% |
| Participant deferral / active EE | $1,679 | $2,893-42.0% | $4,991-66.4% | $4,346-61.4% |
| Admin fee / account holder | $1,194 | $2,396-50.2% | $9,423-87.3% | $1,942-38.5% |